Rate Wrap

2024

• Rates remain stubborn heading into 2025
  December 2024
• Dust starting to settle after a bumper month for markets
  November 2024
• Questions around interest rates with two big events on the horizon
  October 2024
• Fed kicks off with a 50bp cut, but have market rates hit a floor for now?
  September 2024
• No summer holiday for markets
  August 2024
• The government may have changed but the outlook remains the same - for now
  July 2024
• BoE edges closer to first cut
  June 2024
• April’s inflation print throws a spanner in the works as the bird watch continues
  May 2024
• Align with Europe? The US? Or take the Bermudan option?
  April 2024
• Chancellor fiscally constrained; MPC makes slight 'dovish pivot'
  March 2024
• Mixed messages
  February 2024
• Did markets get ahead of themselves on potential rate cuts?
  January 2024

2023

• The Federal Reserve delivers an early Christmas surprise
  December 2023
• Bond bulls returning after rollercoaster ride?
  November 2023
• Bond vigilantism and a side of higher commodity prices
  October 2023
• Enough is enough
  September 2023
• Sufficiently this, sufficiently that…
  August 2023
• Can we breath a sigh of relief?
  July 2023
• It’s tough to be a UK central banker
  June 2023
• Will we see 5% plus?
  May 2023
• Remember that thing called inflation?
  April 2023
• The script is ripped
  March 2023
• Are we near the end?
  February 2023
• New year, new stories?
  January 2023

2022

• A Christmas cracker
  December 2022
• Mullet hiking cycle
  November 2022
• Calm returns but outlook remains bleak
  October 2022
• Wake me up when September ends
  September 2022
• Central banks far from done despite recession fears
  August 2022
• Who said the summer would be quiet?
  July 2022
• From manic May to jumpy June
  June 2022
• Rates remain stubborn as MPC split intensifies
  May 2022
• Dot plots and dovish hikes to create divergence
  April 2022
• Tightening to continue, despite Ukraine invasion complications
  February 2022
• New year, same stories?
  January 2022

• The tightening has begun!
  December 2021
• BoE hit with surprise, are we now looking at a Christmas hike?
  November 2021
• UK rates heating up as winter approaches
  October 2021
• From summer smoothness to autumn action
  September 2021
• The calm before an autumn storm?
  August 2021
• A puzzling picture
  July 2021
• Key questions on the UK recovery as the Bank of England holds tight, whilst the Federal Reserve surprise sparks “some” life into the rates space
  June 2021
• Rosier forecasts point to a steaming recovery, perhaps too hot for the rates market though…
  May 2021

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